WhatsApp AI Agent for Property Enquiries

Go to the AiSensy Signup Page. Create your account using either:

• Your Google account, or

• Your business email address by filling out the sign-up form.

Once signed up, Log in to AiSensy using the same Google account or email credentials.

Once you are logged in, navigate to and click on AI Agent available on the navbar on the left.

Fill in the details given below:

• Website (mandatory)

• Business type

• Anything special it should know? (optional)

• Business context (optional)

Once you fill these details correctly, proceed to hit '✨ Create agent' button. AiSensy automatically builds an agent trained on your business.

When you add your website, AiSensy auto-generates your business description. Set your agent's name, greeting, and a few ground rules it must always follow.

Fill the details given below:

• Website

• Agent/business name

• Greeting message (optional)

• Store currency

• Business type

• What the business does

• Ground rules

In this step, you have to tell the agent about your business website. Here, you can include project locations, property types, configurations, area details, amenities, indicative prices, possession timelines, additional charges, and site visit instructions.

It answers from the information you feed to it. This information can be submitted in the form of PDF, DOC, TXT, or CSV files. It never gives generic replies.

Every source shows "Ready" once learned.

Perform the below mentioned steps:

• Crawl a page (website URL)

• Upload files (PDF, DOC, TXT, CSV - up to 50MB each)

• Paste text (policies, scripts, price lists)

This step proves useful while creating a property AI agent.

You can add property photos, floor plans, and location maps that can help customers assess options.

When you add your website, the WhatsApp AI Agent automatically fetches the image from it.

You can control the visuals the agent can share in WhatsApp chat - product shots, catalogs, offers.

Untick any image it shouldn't send.

You can:

• Create Image library (enable/disable per image)

• Search images

In this step you define how the agent should ask about buying or renting, preferred location, budget, property size, and move-in or purchase timeline.

Open Add Skills and check the prebuilt list first - if the skill you need isn't there, hit Create custom, name it Property Enquiries, and pick Task skill as the type.

• What kind of skill is this? (Task skill)

• Icon & name: Property Enquiries

• When should the agent use it?

• Instructions

• Add skills

Now, you must make sure that the instructions fed to the agent are clear and easy to understand. The agent behaves according to the instructions given to it.

One such template example is:

“When someone says ‘I am looking for a 2 BHK apartment’, ask whether they want to buy or rent, their preferred location, budget, and move-in timeline, one question at a time. Suggest matching properties from the listings provided, with photos, prices, and amenities. If they’re interested, ask for their preferred site visit time and pass the request to your team. Never guess availability or confirm a visit without confirmation.”

The agent uses your instructions and connected catalog to help customers find and buy their desired products.

For more info, tap here to learn how to create a custom skill

The skill you just created lands in the Skills list. You can now switch it on, expand it to set your qualifying questions, your cut-off and where a qualified applicant should go, then hit Done.

• Skills list

• Enable the property skill

• Expand to configure its variables, templates & ads

• Skills enabled counter

Now your AI agent is well taught and it knows how it should respond.

For example, you can instruct your agent to ask one question at a time, suggest a few properties that match the buyer’s budget and preferred location, explain why each fits, answer questions using the information provided, and help arrange a site visit.

Linking your meta ads is useful if you are running Click-to-WhatsApp ads that promote particular real-estate projects.

This helps the AI agent respond with the right property context.

Map each ad to a custom greeting & context, so the agent knows exactly which ad brought the customer in.

• Add ad (map ad → custom greeting & context)

• Ad ID

• Label

• Greeting (first message to user)

• Context (extra context for the agent)

• Discount honoured at checkout (optional)

• Products featured in this ad

In this step, you are supposed to add triggers for price negotiations, legal or ownership questions, custom payment plans, unavailable information, and requests to speak with an advisor.

You can decide what happens when the agent can't help. Write the fallback message, switch on Hand off to a human, and add the phrases that should pull a person into the chat. 

What you must fill:

• Fallback message

• Where your agent runs: up to 3 test numbers

• Hand off to a human: toggle

• Trigger phrases

• Handoff message

The step is required in order to retrieve live availability or pricing, send leads to an external CRM, or confirm site visits in a scheduling system.

You can simply skip this option in case of general project information and collecting enquiries. 

Actions let your agent fetch live information or complete tasks using connected tools and APIs - checking an order status, creating a CRM lead or booking an appointment.

Hit Add custom API action, tell it when to call it, then paste your cURL - the request fills itself in.

• Action name

• When should the agent call it?

• Paste cURL

• Request: method + endpoint URL

• Headers

• Params

• Body

• Auth

• Test call

Click on - Next: variables

Before going live with the agent, you can test different budgets, locations, buying versus renting, unavailable properties, and site visit requests. You must also ensure that the agent doesn’t invent availability, promise returns, or confirm visits without a successful booking.

You can chat with your agent before your customers do with AiSensy's 500 free AI messages for trial.

Publish, switch the AI on & you're live.

• Test your Agent panel (Train/Live modes)

• Publish

• AI on/off toggle